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Sponsor portfolioWelfare / HealthEIN 81-2373125

O2 HOLDINGS, LLC

1025 WADE AVENUE · RALEIGH, NC 27605
9195320702
Plans filed
2
Years active
2017–2026
Industry
NAICS 71
Latest filing
2026
Total premiums (latest)
$890K
No prior year
Persons covered
121
No prior year
Total participants
148
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$890K
O2 HOLDINGS, LLC WELFARE BENEFIT PLAN
Mixed121 covered·4 carriers
Primary: STANDARD LIFE AND ACCIDENT INSURANCE COMPANY
Plan #501$21K
O2 HOLDINGS, LLC LIFE AND AD&D
Fully insured191 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$795K80.7%
Dental$70K7.1%
Vision$70K7.1%
Short-term disability$21K2.1%
Long-term disability$21K2.1%
Life$4K0.4%
Other$4K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE STANDARD
EIN 730994234
SL
$399K44.9%11100
NATIONWIDE LIFE INSURANCE COMPANY
EIN 230990450
SL
$395K44.4%11100
STARMOUNT LIFE INSURANCE COMPANY
EIN 720977315
DV
$70K7.9%11121
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$25K2.8%1245

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JAMES A SCOTT & SON INCCHARLOTTE, NCUNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY$11K$2K$13K92.2%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA, STARMOUNT LIFE INSURANCE COMPANY$1K$0$1K7.8%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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